Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,039
Closed -$309K 587
2023
Q3
$309K Sell
1,039
-2,369
-70% -$705K ﹤0.01% 552
2023
Q2
$1.13M Buy
3,408
+2,044
+150% +$675K ﹤0.01% 472
2023
Q1
$454K Buy
+1,364
New +$454K ﹤0.01% 565